Skip to Content

BNY Mellon Balanced Opportunity C DBOCX

Medalist Rating as of | See BNY Mellon Investment Hub
  • NAV / 1-Day Return 23.81  /  −0.75 %
  • Total Assets 289.2 Mil
  • Adj. Expense Ratio
    1.900%
  • Expense Ratio 1.900%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.48%
  • Turnover 72%

USD | NAV as of Jul 18, 2024 | 1-Day Return as of Jul 18, 2024, 10:17 PM GMT+0

Morningstar’s Analysis DBOCX

Will DBOCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strength in BNY Mellon Balanced Opportunity C's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DBOCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 21.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.12 11.7 Mil
Technology

Microsoft Corp

2.84 8.1 Mil
Technology

Amazon.com Inc

2.82 8.0 Mil
Consumer Cyclical

Apple Inc

2.69 7.6 Mil
Technology

Alphabet Inc Class C

2.65 7.6 Mil
Communication Services

Dreyfus Instl Preferred Gov Plus MMkt

2.34 6.6 Mil
Cash and Equivalents

SPDR® S&P 500® ETF Trust

1.37 3.9 Mil

iShares Core US Aggregate Bond ETF

1.36 3.9 Mil

United States Treasury Notes 4.125%

1.25 3.6 Mil
Government

United States Treasury Bonds 1.75%

1.21 3.4 Mil
Government